
Consider Donor-Advised Funds on World Kindness Day
Donor-advised funds are a great way to spread kindness on World Kindness Day and beyond.

Consolidating Your Investments Makes Good Sense
Improve investment decisions and ease administration by consolidating your investments.

An Inside Look at a Trustee’s Key Responsibilities
One of the most important facets in creating a trust is choosing a trustee. Understand the role, responsibilities, and pitfalls before deciding.

Simplifying Philanthropy for Wealth Management Clients
For 25 years, the AMG Charitable Gift Foundation has helped wealth management clients simplify and integrate their philanthropy.

Elder Trusts Can Give You & Your Heirs Peace of Mind
QUESTION: I’m getting up there in years, and I’m worried that I might make a bad financial decision in the future and squander my children’s

Pick a Trustee You Can Trust
QUESTION: I want to set up an irrevocable trust to take care of my needs as I age, and I need to pick a trustee.

Supreme Count Ruling Positive for Trust Beneficiaries in NC
The taxpayers won this one—at least in North Carolina. That was the result of a rare unanimous U.S. Supreme Court decision on June 21, 2019,



